Australia’s first mortgage industry-specific consultancy
On the ground consulting to accelerate business growth
I'll tackle your most pending problems such as marketing, lead generation, & team development to ensure your business is healthy & growing. Together, we’ll get to the point, create action plans & generate sustainable results. Cocalex Consulting is perfect for brokers serious about scaling.
Meet John. He was a broker, just like you.
I started my financial services career as a mortgage broker over 22 years ago.
I’ve built large national teams, owned & managed 9 mortgage franchises, & run multiple companies simultaneously. Now, my focus is on supporting brokers, lenders & aggregators.
Over 22 years of direct holistic industry experience.
John has also developed a full digital support team in partnership with one of Australia’s own leading industry professionals, Abdul El Dib, located in Lebanon. Abdul owns and runs a successful financial services group located in Melbourne.
FROM THE INDUSTRY
Because of our industry expertise, your solutions are tailored specifically to your needs
By brokers for brokers
BESPOKE
Quality content, support & resources specifically for you & your brand
No generic cookie-cutter solutions here
FLEXIBILITY
We tailor solutions for your business based on your priorities. We start where it’s most needed to get you fast results
Solutions by design
Our Broker Toolbox
We’ll guide you with solutions, to deliver results for your business.
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Loan Processing
Onshore or off-shore services
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Lead Generation
Access to the industry’s most highly qualified leads available.
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Additional Lending Solutions
Introducing WLTH, eFunder, Mitchi Money & MyCRA
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Funding Scenarios
Private loans & short-term funding solutions
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Content Creation
Website Design now available
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Aggregator Introductions
Confidential - No cost to you
Mortgage Broker Content Subscriptions
We’ve created a selection of mortgage and finance broker specific content offerings - designed to suit everyone from new-to-industry brokers, industry leaders, lenders and large brokerage groups.
You can choose from three affordable value packs, so you don't have to spend valuable time creating content - it's done-for-you each month.
All my content is brand consistent and edited for your brand. In other words, your content is not identical to 100+ other brokers. How can you differentiate yourself from others when everyone is using the exact same content? Cocalex is the ONLY industry specific content provider who creates 100% unique content for ALL customers - NO cookie cutting allowed here!
All three packages allow you to choose up to two new and fresh article topics each month. Alternatively, choose from our growing content list (edited specifically for you), or we can do the choosing for you.
I challenge you to find a better deal!
Visit the online store to choose the deal best for you.
Prefer Bespoke Content?
Choose from our extensive range of bespoke content solutions such as: Articles, eBooks, videos & animations, logos, infographics, social media content, websites, apps & software… and more.
Designed to suit all brokers from: emerging to highly experienced brokers, brokerage groups, franchises, and lenders. You choose what you want and we’ll create it!
Speak to us about your content project or we can make recommendations to suit your needs and budget.
Fully Integrated Customer Nurturing (A.I.)
Not sure what to do with your newly created content?
Good content is designed to generate leads, and ultimately, new customers. Even better than that - raving fans!
However, it’s easier said than done. Creating a customer nurture sequence to follow-up, educate, and persuade your customers to choose you takes a lot of time, expertise, and commitment.
This is actually the missing link in most brokers’ client aquisition process. The reason is simple - it’s just too hard. Most brokers don’t have the technological skills or the time required to learn to set up a full process.
So, we’ve done it all for you!
Whether you want to create an eBook campaign, or you just purchased some leads, we will install a fully automated customer follow up process for you, so you can do what you do best (and what makes you the big $$$) - spend your time settling your new customers’ loans.
Our Partners:
